Civic Intelligence

The Wallace R and Roberta a Barr Charitable Foundation

990PF • Fiscal year 2014 • EIN 20-3994993

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
1525 Venadero RoadSuitePebble Beach, CA 93953

(831) 626-4801

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

1st percentile

-3279%

Higher net margin than 1% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

28th percentile

-8.6%

Faster asset growth than 28% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

30th percentile

-12%

Faster revenue growth than 30% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$445,750

Down $42,003 (-8.6%) from 2013

Net Assets

$445,750

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Down

$1,281

Down $168 (-12%) from 2013

Expenses

Up

$43,284

Up $2,101 (+5.1%) from 2013

Net Income

Down

-$42,003

Down $2,269 (-5.7%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $566,674Liabilities 2011: $02011Assets 2012: $528,066Liabilities 2012: $02012Assets 2013: $487,753Liabilities 2013: $02013Assets 2014: $445,750Liabilities 2014: $0Net Assets 2014: $445,7502014Assets 2015: $402,205Liabilities 2015: $12015Assets 2019: $192,130Liabilities 2019: $02019

Highlighted filing

2014

Assets$445,750
Liabilities$0
Net Assets$445,750
Open 2014 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $51Expenses 2011: $33,883Net Income 2011: -$33,8322011Revenue 2012: $472Expenses 2012: $39,080Net Income 2012: -$38,6082012Revenue 2013: $1,449Expenses 2013: $41,183Net Income 2013: -$39,7342013Revenue 2014: $1,281Expenses 2014: $43,284Net Income 2014: -$42,0032014Revenue 2015: $2,390Expenses 2015: $45,935Net Income 2015: -$43,5452015Revenue 2019: $5,712Expenses 2019: $55,105Net Income 2019: -$49,3932019

Highlighted filing

2014

Revenue$1,281
Expenses$43,284
Net Income-$42,003
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALLACE R BARRPresident/Chair-$0--
ROBERTA A BARRVice President/CFO-$0--
KARYN L BARRSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Wallace R and Roberta A Barr
EIN
20-3994993
In Care Of
% WALLACE R BARR
Phone
8316264801
Address
1525 Venadero Road, Suite, Pebble Beach, CA 93953

Signing Officer

Name
Wallace Barr
Title
President
Signed
2015-05-15

Preparer

Firm
Ernst & Young US Llp
Address
ONE COMMERCE SQUARE STE 700, PHILADELPHIA, PA 19103-7096
Raw XML Appendix316 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt118 MARTIN LUTHER KING JR AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2214 BLACKMAN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 5877
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt582 TOURO STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62651 ATLANTIC AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ATLANTIC CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2EGG HBR TOWNSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CARMEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CAMDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEWPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ATLANTIC CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd108232
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd208234
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393921
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd408103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd502840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd608401
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt041500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023184
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023184
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016118
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012077
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05053
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05621
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07977
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07977
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt058835
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019966
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016118
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012077
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05053
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05621
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043150
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019966
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt066812
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt046846
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0134
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0134
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WALLACE BARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Wallace R and Roberta A Barr
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0203994993
ReturnHeader/Filer/InCareOfNm0% WALLACE R BARR
ReturnHeader/Filer/PhoneNum08316264801
ReturnHeader/Filer/USAddress/AddressLine1Txt01525 Venadero Road
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite
ReturnHeader/Filer/USAddress/CityNm0Pebble Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093953
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE COMMERCE SQUARE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0191037096
ReturnHeader/ReturnTs02015-06-03T14:14:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$445,750
Liabilities
$0
Net assets
$445,750
Revenue
$1,281
Expenses
$43,284
Net income
-$42,003
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Summary only. Only limited summary data is available for this year.$1.92$0.00$0.06$0.55$0.49
2015Summary only. Only limited summary data is available for this year.$4.02$0.00$0.02$0.46$0.44
2014Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.01$0.43$0.42
2013Summary only. Only limited summary data is available for this year.$4.88$0.00$0.01$0.41$0.40
2012Summary only. Only limited summary data is available for this year.$5.28$0.00$0.00$0.39$0.39
2011Summary only. Only limited summary data is available for this year.$5.67$0.00$0.00$0.34$0.34